Alto Solutions Stock
Alto Solutions delivers an easy-to-use, automated process for investing in alternatives with IRA savings.
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About Alto Solutions Stock
Alto Solutions delivers an easy-to-use, automated process for investing in alternatives with IRA savings. It aims to democratize alternative asset investing. AltoIRA offers an easy-to-use investing platform that empowers everyday investors to diversify their IRAs by investing in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency. Offering Traditional, Roth, SEP, and Crypto IRAs, Alto is bringing alternative investments to the mainstream. Everyday investors can now easily and cost-effectively access their retirement savings to invest in assets once reserved solely for high-net-worth individuals. It was founded in 2016 and is headquartered in Nashville, Tennessee.
Funding History
| October 2017 | $1.6M |
|---|---|
| March 2019 | $2.8M |
| August 2019 | $5.4M |
| January 2020 | $3.5M |
| April 2021 | $17.0M |
| January 2022 | $40.0M |
Management
Founder and CEO
Eric Satz
CPO
Katrina Welty
VP of Compliance
Joshua Mayo
Vice President Of Engineering
Jamin Guy
VP of Partnerships
James O'Brien
COO
Andrea Kampine
Member of the Board of Advisors
David Sulpy
Chairman
William Guttman
Chief Revenue Officer
Tara Fung
Executive Vice President, Head of Strategic Initiatives
Jamie Bailey
Vice President of Product
Brad Hughes
Director Of Partnerships
S Daniel Bulka
VP, Product Experience
Katherine Terrell
Board of Directors
David Ibnale
Press
bizjournals - Jun, 26 2023
Alto Solutions announces two new C-Suite appointmentsbizjournals - Jan, 6 2022
Alto Solutions closes $40 million round of fundingfinextra - May, 13 2021
LendingClub taps Alto as prefered partner for IRAsdlvr - May, 4 2021
Next-Generation Self-Directed IRA Platform Alto Raises $17 Millionstartuparound - Apr, 21 2021
Alto Receives $17M Series A Financing Roundtinyurl - Sep, 16 2020
Venture Notes - Sept. 15, 2020EquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
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